Hadley Grow, Director of Operations, and Mark Anderson, Founding Principal, sat down with Dr. Rachel Marshall and Bruce Wehner with The Money Advantage Podcast to discuss the critical importance of preserving your family history.
Together, they delve into the incredible impact of documenting and safeguarding your family’s legacy. Whether it’s through photos, letters, or oral histories, preserving these memories is essential for passing down not only family heritage but also the wisdom and values that shape who we are.
“Imagine reading a book of your family’s history, with handwritten letters and photos that span over a century. The book doesn’t just document names and dates; it tells stories of immigration, war, survival, and resilience. This was my (Bruce) experience when I read my family’s history book, tracing our roots back to the 1800s in Germany. The moment I held that book, I felt an unbroken connection to my ancestors and the choices they made that led to where I am today. That experience showed me how essential it is to preserve family history—not just for the memories, but to ensure the lessons, values, and stories live on.”
Listen to this episode of The Money Advantage Podcast and subscribe to future episodes for insights on generational wealth, legacy, and passing them on.
